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Provide high-quality executive assistance to the COO, manage calendars, oversee correspondence, coordinate projects, and create presentations.

As an Insurance Advisor, you will build client relationships, provide insurance solutions to physicians, and drive sales growth in a team-oriented environment.

The Fund Accountant supports the internal administration of Mutual Fund Trusts and Limited Partnerships, reviewing NAV calculations, fund distributions, handling tax-related tasks, and ensuring accurate fund operations.

The Project Manager leads and manages operational initiatives, ensuring projects align with strategic goals, driving process improvements, and facilitating stakeholder collaboration.

The Vice President of Marketing and Communications will develop and implement marketing strategies to enhance brand engagement and support growth objectives in a wealth management firm, leading a cross-functional team while collaborating with executives.

The Administrative Associate provides vital administrative support to Wealth Advisors and Wealth Planning Associates, enhancing client service and operational efficiency. Responsibilities include managing client interactions, preparing reports, supporting cash management, and coordinating corporate projects.

Support Wealth Advisors with financial planning and wealth management services, manage client meetings, and handle administrative tasks to ensure excellent customer service.

The Senior Accountant prepares financial statements, manages cash flows, reconciles accounts, coordinates audits, and seeks process improvements.

The In Force Associate supports insurance policy administration, manages documentation, communicates with teams, and delivers client service effectively.

The Wealth Advisor provides comprehensive wealth planning, manages client relationships, and delivers investment management solutions tailored to client needs.